Clari prod checklist

Clari Production Checklist

Overview

Clari provides revenue intelligence through forecast data, pipeline analytics, and deal inspection. A production integration typically exports forecast snapshots, syncs pipeline data to a warehouse, and powers revenue dashboards. Incorrect data pipelines mean unreliable forecasts, missed quota signals, or stale deal intelligence that undermines board-level reporting.

Authentication & Secrets

• CLARI_API_KEY stored in secrets manager (not config files)
• Token tested against production endpoint before go-live
• Key rotation procedure documented (quarterly cycle)
• Separate tokens for dev/staging/prod environments
• Service account with least-privilege scopes (read-only for exports)

API Integration

• Production base URL configured (https://api.clari.com/v1)
• Rate limit handling with exponential backoff
• All required typesToExport configured (forecast, quota, crm_closed)
• Time period coverage verified (current quarter + 4 historical)
• Deduplication logic handles re-exports and overlapping periods
• Pagination implemented for large pipeline result sets
• Export job polling with configurable timeout (default: 10 min)

Error Handling & Resilience

• Circuit breaker configured for Clari API outages
• Retry with backoff for 429/5xx responses
• Empty export results handled (data quality alert, not silent pass)
• Export job timeout detection with automatic re-queue
• MERGE/UPSERT in warehouse prevents duplicate forecast records
• Data retention policy enforced (rolling 8 quarters typical)

Monitoring & Alerting

• API latency tracked per export job
• Error rate alerts set (threshold: any export failure)
• Forecast amount anomaly detection (>20% swing triggers review)
• Pipeline health dashboard with job completion rates
• Daily reconciliation: exported row counts vs expected

Validation Script

async function checkClariReadiness(): Promise<void> {
  const checks: { name: string; pass: boolean; detail: string }[] = [];
  // API connectivity
  try {
    const res = await fetch('https://api.clari.com/v1/forecast/types', {
      headers: { Authorization: `Bearer ${process.env.CLARI_API_KEY}` },
    });
    checks.push({ name: 'Clari API', pass: res.ok, detail: res.ok ? 'Connected' : `HTTP ${res.status}` });
  } catch (e: any) { checks.push({ name: 'Clari API', pass: false, detail: e.message }); }
  // Credentials present
  checks.push({ name: 'API Key Set', pass: !!process.env.CLARI_API_KEY, detail: process.env.CLARI_API_KEY ? 'Present' : 'MISSING' });
  // Export types available
  try {
    const res = await fetch('https://api.clari.com/v1/forecast/types', {
      headers: { Authorization: `Bearer ${process.env.CLARI_API_KEY}` },
    });
    const data = await res.json();
    const count = Array.isArray(data) ? data.length : 0;
    checks.push({ name: 'Export Types', pass: count > 0, detail: `${count} types available` });
  } catch (e: any) { checks.push({ name: 'Export Types', pass: false, detail: e.message }); }
  for (const c of checks) console.log(`[${c.pass ? 'PASS' : 'FAIL'}] ${c.name}: ${c.detail}`);
}
checkClariReadiness();

Error Handling

Check	Risk if Skipped	Priority
API key rotation	Expired token halts all exports	P1
Empty export detection	Silent data gaps in forecasts	P1
Duplicate record prevention	Inflated pipeline numbers	P2
Export job timeout	Stuck jobs block scheduling queue	P2
Forecast anomaly alerts	Missed revenue signals	P3

Resources

• Clari API Reference
• Clari Status

Next Steps

See clari-security-basics for data access controls and PII handling.